Evening wrap......
Asia.....
Europe.....
Morning Tweets....
Europe......
#Greece has simply exposed the tectonic stress at Europe's core. http://www.telegraph.co.uk/finance/economics/11831007/The-decades-old-tension-threatening-to-rip-Europe-apart.html …
#Spain's Rajoy says #Greece, #Italy must set up refugee reception centers. Says fair and just distribution of refugees is right. (BBG)
Asia.....
Bloomberg - China Hedge Funds Face Worst Month in 16 Years After Carnage http://bloom.bg/1hw9YWD
China to further increase stock market 'surveillance' http://news.forexlive.com/!/china-to-further-increase-stock-market-surveillance-20150901 …
Photos: Protests against Malaysia’s leader—including a predecessor who helped put him in power http://qz.com/491122/huge-crowds-joined-rallies-for-malaysian-political-reform-this-weekend/ …
Bank of Japan Drops Ball, Gov Pension Fund Stops Buying Stocks, Nikkei Plunges, J-REITs Eviscerated http://wolfstreet.com/2015/09/01/bank-of-japan-drops-ball-government-pension-fund-stops-buying-stocks-nikkei-plunges-j-reits-eviscerated
BREAKING: 50 China brokerages will jointly contribute 100 bln RMB capital to gov margin finance agency to start "new round of market rescue"
New round of capital contributions by 50 firms came after CSRC meeting Saturday as regulator urge sec industry to be united to stabilize mkt
Europe.....
In Kiev soldiers back from the front are rioting against the government http://econ.st/1FgAU2n
2 new buzzwords for #EUreferendum
First Private School to Close in Greece After Imposition of 23% Value Added Tax http://dlvr.it/C239tD #Greece
Pulse poll for Action 24
SYRIZA 27.5%
ΝD 26.5
G Dawn 6.5
Potami 5.5
ΚΚΕ 5.5
PASOK 5.5
Popular Unity 4.5
Cent Union 3
Ind Greeks 2.5
#Greece
Third Greek Bailout Suddenly In Jeopardy: Creditors Warn Cash May Be Delayed If Elections Don't Go As Desired http://www.zerohedge.com/news/2015-09-01/third-greek-bailout-suddenly-jeopardy-creditors-warn-cash-may-be-delayed-if-election …
Unemployment from 2008 to 2014
Greece: 7.8% to 26.5%
Spain: 11.3% to 24.5%
Cyprus: 3.7% to 16%
Portugal: 8.8% to 14%
France: 7.4% to 10.3%
Ukrainian prosecutors qualify riots near #VerkhovnaRada as terrorist attack http://sptnkne.ws/EVE #Kiev
Sept 10: debate with all political leaders
Sept 14: fight-off between #Syriza Tsipras & #ND Meimarakis
#Greece
Morning Tweets....
Europe......
Eurozone unemployment drops to 3.5-year low http://on.ft.com/1Ujly9u via @fastFT
#Spain's Rajoy says Euro Area mus discuss fiscal union. (BBG)
Angela Merkel calls on Catalonia to respect territorial sovereignty agreements http://cort.as/WX-C
#Spain's de Guindos: Spain may return to 2007/2008 income level in 2016. IMF not so confident as chart highlights.
UPDATE: PODEMOS AND CIUDADANOS LOSE GROUND IN CADENA SER POLL
https://www.thespainreport.com/newsitems/140-150901124619-update-podemos-and-ciudadanos-lose-ground-in-cadena-ser-poll …
Third servicemen dies from Rada grenade attack
http://www.kyivpost.com/content/ukraine/third-servicemen-dies-from-rada-grenade-attack-396940.html …
Euro area unemployment falls from 11.1% in June to 10.9% in July, lowest since Feb 2012 http://ec.europa.eu/eurostat/documents/2995521/6976371/3-01092015-AP-EN.pdf/bf970f57-6481-42be-a689-33fd455fa932 …
No all gloom and doom: #Eurozone Youth unemployment drops to 21.9%, lowest level since Oct2011.
Law and Justice Party (PiS, centre-right, #ECR), is ahead in polls for Polish parl elections http://rpubs.com/benstanley/26691 … http://www.politico.eu/article/poland-szydlo-kopacz-election-parliament-kaczynski-tusk/ …
Dutch campaign for referendum on EU-UKr assoc treat close to 100K out of 300K signatures, VVD won't respect outcome http://www.geenstijl.nl/mt/archieven/2015/08/tweede_kamer_baalt_van_geenpei.html …
Changes at the top of the EU Commission: Alexander Italianer takes over from Catherine Day as Secretary-General http://www.politico.eu/article/catherine-day-alexander-italianer-secretary-general-commission-replacement/ …
Lack of new orders & sharp drop in production lead to weak #Greece PMI in Aug. http://www.macropolis.gr/?i=portal.en.economy.2882 … #economy #PMI
Spain, with an unemployment rate of 22.2% in July, continues to lead the EU - it just seems q exceeds Greece, of which there are data for May alone: 25%
My interview with Bloomberg TV this morning: Counterproductive to force countries to take in refugees http://www.bloomberg.com/news/videos/2015-09-01/is-europe-s-migrant-crisis-threatening-schengen- … @GuyJohnsonTV
Guess what: there's only three EU countries ↑ Where the unemployment rate in July: Finland (to 9.7%), France (to 10.4%) & Austria (to 5.8%)
Head of EU asylum agency #EASO: "Let refugees stay in Greece...Less delay in processing asylum there than in Germany" http://www.demorgen.be/interviewreportage/-laat-vluchtelingen-alsjeblieft-in-griekenland-blijven-a2441325/ …
*GREECE EXTENDS SHORT-SELLING BAN TO SEPT. 30: REGULATOR
U.K. AUG. MANUFACTURING PMI FALLS TO 51.5; FORECAST 52
AROUND 1,000 MIGRANTS WAITING AT CLOSED BUDAPEST RAILWAY STATION, SHOUTING "GERMANY, GERMANY" - REUTERS REPORTER
Scary Sept: #Germany's Dax breaks below 10k again.
Ireland's Manufacturing PMI hit 18 month low in August. I'm expecting bad UK number at 9:30 also.
*MOSCOVICI SEES NO CONSENSUS FOR HAIRCUT ON GREEK DEBT -GREEK DEBT LEVEL WILL HAVE TO BE DEALT WITH IN TIME
FRANCE AUG. MANUFACTURING PMI FALLS TO 48.3; PRELIM. 48.6
German FinMin Schäuble: Deeper #Euro integration must follow right sequence. (BBG)
#Germany Markit/BME Manufacturing PMI hits 16-month high. Aug F: 53.3 (est. 53.2; prev. 53.2) /via @markiteconomics
*MOSCOVICI SAYS GREEK ELECTIONS WERE PROBABLY NECESSARY
Edward Hugh
Spain Jan-July social security deficit in 2015 double the 2014 equivalent. Things steadily getting worse.
#Greece | ND's Meimarakis says plans to "re-discuss" MoU with creditors if he wins elections. /via @koinoniaoramega | OMG...
So much for Merkel's generosity in revoking the Dublin agreement. #refugees
http://www.nytimes.com/2015/09/02/world/europe/keleti-train-station-budapest-migrant-crisis.html?smid=tw-share …
"If Europe fails on refugees, it won't be the Europe we wished for" Merkel on Schengen et c. http://www.politico.eu/article/merkel-warns-schengen-at-risk-germany-refugees-migration-quotas-travel/ …
HUNGARY CLOSES BUDAPEST'S MAIN EASTERN RAILWAY STATION, NO TRAINS DEPARTING OR ARRIVING, HUNDREDS OF MIGRANTS WAITING
Refugee crisis is a pan-European problem http://dlvr.it/C1nCD5
Constant flow of refugees proves overwhelming for Aegean islands http://dlvr.it/C1nFKZ
More than 1,000 refugees rescued in a single day, Greek coast guard says http://dlvr.it/C1t8vB
On migrant crisis Merkel says 'the current rules are clearly not being practised' and says the answer is a common European asylum policy
Spain resists EU pressure to take in 6,000 asylum seekers: government says it is "saturated" http://cort.as/WWtO
Merkel: Without a fair distribution of refugees, future of Schengen will be on the agenda http://openeurope.org.uk/daily-shakeup/merkel-without-a-fair-distribution-of-refugees-future-of-schengen-will-be-on-the-agenda
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